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Personal Investments • How Many EINs for Sole Proprietor Solo 401k

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I cannot find a straight answer to this:

1. I have an SSN

2. I was told to create an EIN for my sole proprietorship when I made a solo 401k at Vanguard.

3. This sole proprietorships EIN is used on all plan documentation I filled in with Vanguard, and, it is the EIN I put on the 5500-EZ form filing.

3. When I read mysolo401k, apparently if I sign up with them I need to create a separate EIN for the trust for the solo 401k plan.

So when my solo 401k is with Vanguard, (soon to be Ascensus), I don't need to make a trust EIN, since Vanguard or Ascensus is the trust? Is that right?

Statistics: Posted by keyfort — Sun Jun 16, 2024 6:20 pm — Replies 2 — Views 137



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